PIMCO ETF Trust - MINT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History No change 32,029,913 3,227,654 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 10,403,312 1,048,757 1.8% 1.8% 2 0 0.0% Q2 2026 Jul 30, 2026
MORGAN STANLEY History No change 9,255,763 933,073 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,074,632 511,573 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,955,306 499,544 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 3,356,371 338,355 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 2,308,137 232,683 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,367,299 137,837 0.14% 0.14% 8 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,202,526 121,227 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 1,141,965 115,121 0.54% 0.54% 10 0 0.0% Q2 2026 Aug 03, 2026
Allianz Asset Management GmbH History No change 1,085,435 109,422 0.09% 0.09% 11 0 0.0% Q2 2026 Sep 02, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,033,711 104,208 0.02% 0.02% 12 0 0.0% Q2 2026 Sep 23, 2026
Bramshill Investments, LLC History No change 1,005,246 101,338 7.75% 7.75% 13 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 886,530 89,371 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 858,957 86,592 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 800,438 80,692 0.27% 0.27% 16 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 783,175 78,951 2.33% 2.33% 17 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 775,541 78,182 0.23% 0.23% 18 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 734,908 74,086 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 13, 2026
Proficio Capital Partners LLC History No change 722,776 72,863 2.62% 2.62% 20 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 658,745 66,413 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 599,952 60,481 0.28% 0.28% 22 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 586,937 59,169 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 565,803 57,038 3.81% 3.81% 24 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 561,867 56,641 6.2% 6.2% 25 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 547,862 55,230 0.07% 0.07% 26 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 488,205 49,215 0.49% 0.49% 27 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 484,916 48,884 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 462,191 46,593 0.06% 0.06% 29 0 0.0% Q2 2026 Jul 28, 2026
Modern Wealth Management, LLC History No change 456,112 45,980 0.55% 0.55% 30 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 440,001 44,356 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 07, 2026
Gainplan LLC History Reduced 407,055 40,929 15.88% 17.92% 32 -44,131 -9.78% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 392,414 39,559 0.46% 0.46% 33 0 0.0% Q2 2026 Aug 12, 2026
Family Manage LLC History No change 389,155 39,230 4.02% 4.02% 34 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 381,442 38,453 0.72% 0.72% 35 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 380,583 38,367 0.09% 0.09% 36 0 0.0% Q2 2026 Jul 27, 2026
Destination Wealth Management History No change 352,916 35,577 0.83% 0.83% 37 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 350,743 35,358 0.21% 0.21% 38 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 346,949 34,892 6.01% 6.01% 39 0 0.0% Q2 2026 Aug 03, 2026
Creative Planning History No change 333,191 33,588 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 318,014 32,058 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 302,746 30,519 0.19% 0.19% 42 0 0.0% Q2 2026 Jul 20, 2026
Mason Investment Advisory Services, Inc. History No change 275,603 27,783 1.06% 1.06% 43 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 268,951 27,113 0.15% 0.15% 44 0 0.0% Q2 2026 Jul 29, 2026
WealthPlan Investment Management, LLC History No change 260,708 26,281 1.3% 1.3% 45 0 0.0% Q2 2026 Jul 28, 2026
TD Capital Management LLC History No change 254,494 25,655 2.1% 2.1% 46 0 0.0% Q2 2026 Aug 06, 2026
Waterway Wealth Management, LLC History No change 247,582 24,958 5.1% 5.1% 47 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 232,371 23,425 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 228,583 22,984 0.16% 0.05% 49 +164,632 257.43% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 223,597 22,540 0.3% 0.3% 50 0 0.0% Q2 2026 Aug 12, 2026
Phil A. Younker & Associates, Ltd. History No change 221,702 22,349 15.06% 15.06% 51 0 0.0% Q2 2026 Aug 07, 2026
Roehl & Yi Investment Advisors, LLC History No change 219,921 22,170 7.3% 7.3% 52 0 0.0% Q2 2026 Aug 13, 2026
KWMG, LLC History Added to 219,847 22,105 1.59% 1.53% 53 +10,344 4.94% Q3 2026 Oct 07, 2026
Compound Planning, Inc. History No change 214,644 21,638 0.56% 0.56% 54 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 212,659 21,438 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 211,497 21,321 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 201,520 20,315 0.13% 0.13% 57 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Management, LLC History No change 198,858 20,046 0.86% 0.86% 58 0 0.0% Q2 2026 Jul 22, 2026
Providence First Trust Co History No change 188,307 18,983 5.31% 5.31% 59 0 0.0% Q2 2026 Jul 27, 2026
Visionary Wealth Advisors History No change 182,111 18,358 0.72% 0.72% 60 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 179,817 18,127 0.27% 0.27% 61 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 176,273 17,770 1.8% 1.8% 62 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 173,128 17,453 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 171,110 17,241 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Williams Financial, LLC History No change 168,887 17,025 8.8% 8.8% 65 0 0.0% Q2 2026 Jul 21, 2026
Brick & Kyle, Associates History No change 167,922 16,887 5.57% 5.57% 66 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 165,539 16,688 0.16% 0.16% 67 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 163,013 16,394 0.03% 0.03% 68 0 0.0% Q2 2026 Jul 15, 2026
Addison Capital Co History No change 159,920 16,121 2.64% 2.64% 69 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 157,819 15,910 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 05, 2026
Mission Hills Financial Advisory, LLC History No change 157,490 15,876 6.97% 6.97% 71 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 155,034 15,628 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 151,771 15,300 0.15% 0.15% 73 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 151,361 15,258 0.31% 0.31% 74 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 149,639 15,085 2.97% 2.97% 75 0 0.0% Q2 2026 Jul 24, 2026
Cottage Street Advisors LLC History No change 146,584 14,777 5.71% 5.71% 76 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 143,974 14,509 0.08% 0.08% 77 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 143,821 14,498 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 18, 2026
Stratos Wealth Partners, LTD. History No change 141,824 14,297 0.14% 0.14% 79 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 140,325 14,146 0.12% 0.12% 80 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 139,776 14,090 0.05% 0.05% 81 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 138,021 13,913 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 137,306 13,841 0.85% 0.85% 83 0 0.0% Q2 2026 Jul 23, 2026
Delta Investment Management, LLC History No change 133,775 13,485 2.22% 2.22% 84 0 0.0% Q2 2026 Aug 13, 2026
MinichMacGregor Wealth Management, LLC History No change 133,539 13,462 2.04% 2.04% 85 0 0.0% Q2 2026 Jul 16, 2026
BROWN ADVISORY INC History No change 131,936 13,300 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 131,237 13,230 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 130,964 13,202 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 128,162 12,920 0.64% 0.64% 89 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 124,173 12,517 2.03% 2.03% 90 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 122,282 12,327 2.52% 2.52% 91 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 121,516 12,250 0.76% 0.76% 92 0 0.0% Q2 2026 Jul 23, 2026
VANCE WEALTH, LLC History No change 119,567 12,053 2.72% 2.72% 93 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 119,267 12,023 0.2% 0.2% 94 0 0.0% Q2 2026 Jul 31, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 118,966 11,993 0.14% 0.14% 95 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 117,164 11,811 1.24% 1.24% 96 0 0.0% Q2 2026 Jul 30, 2026
Elite Financial, Inc. History No change 115,122 11,605 4.69% 4.69% 97 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 113,585 11,450 1.1% 1.1% 98 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 113,492 11,441 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 14, 2026
Koenig Investment Advisory, LLC History Added to 112,206 11,282 8.26% 7.47% 100 +16,878 17.71% Q3 2026 Oct 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 109,128 10,999 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 107,489 10,835 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 107,362 10,823 0.19% 0.19% 103 0 0.0% Q2 2026 Jul 23, 2026
Resolute Wealth Strategies, LLC History No change 107,317 10,818 4.19% 4.19% 104 0 0.0% Q2 2026 Aug 12, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 107,009 10,787 2.89% 2.89% 105 0 0.0% Q2 2026 Jul 09, 2026
NavPoint Financial, Inc. History No change 106,235 10,709 3.97% 3.97% 106 0 0.0% Q2 2026 Jul 23, 2026
Aviance Capital Partners, LLC History No change 105,748 10,660 1.11% 1.11% 107 0 0.0% Q2 2026 Jul 30, 2026
Stokes Capital Advisors, LLC History Reduced 103,397 10,396 2.28% 2.78% 108 -25,168 -19.58% Q3 2026 Oct 09, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 100,653 10,119 7.88% 7.88% 109 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Group, LLC / IL History No change 99,376 10,018 2.44% 2.44% 110 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Advisor Solutions LLC History No change 97,890 9,868 0.28% 0.28% 111 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 96,614 9,739 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 19, 2026
Alexis Investment Partners, LLC History No change 96,112 9,685 5.66% 5.66% 113 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 95,781 9,655 0.28% 0.28% 114 0 0.0% Q2 2026 Aug 11, 2026
Aprio Wealth Management, LLC History No change 91,671 9,241 0.46% 0.46% 115 0 0.0% Q2 2026 Jul 24, 2026
Palumbo Wealth Management LLC History No change 91,663 9,240 1.93% 1.93% 116 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 90,644 9,137 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
Center For Asset Management LLC History No change 89,582 9,030 4.01% 4.01% 118 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 88,730 8,944 0.16% 0.16% 119 0 0.0% Q2 2026 Jul 20, 2026
PMG Wealth Management, Inc. History No change 88,999 8,943 5.53% 5.53% 120 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 85,995 8,669 0.34% 0.34% 121 0 0.0% Q2 2026 Aug 14, 2026
YHB Investment Advisors, Inc. History Added to 84,953 8,542 0.54% 0.53% 122 +2,748 3.34% Q3 2026 Oct 08, 2026
Equitable Holdings, Inc. History No change 83,748 8,442 0.05% 0.05% 123 0 0.0% Q2 2026 Aug 17, 2026
Gladstone Institutional Advisory LLC History No change 82,576 8,324 0.26% 0.26% 124 0 0.0% Q2 2026 Jul 27, 2026
WestHill Financial Advisors, Inc. History No change 81,971 8,263 1.41% 1.41% 125 0 0.0% Q2 2026 Jul 21, 2026
SITTNER & NELSON, LLC History No change 81,262 8,192 2.58% 2.58% 126 0 0.0% Q2 2026 Aug 07, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 80,442 8,109 0.29% 0.29% 127 0 0.0% Q2 2026 Jul 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 79,719 8,036 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 79,210 7,985 0.49% 0.49% 129 0 0.0% Q2 2026 Aug 11, 2026
Independent Solutions Wealth Management, LLC History No change 78,214 7,884 1.03% 1.03% 130 0 0.0% Q2 2026 Jul 29, 2026
Mission Financial Group, LLC History No change 78,211 7,884 6.54% 6.54% 131 0 0.0% Q2 2026 Aug 12, 2026
Heirloom Wealth Management History No change 77,209 7,783 1.13% 1.13% 132 0 0.0% Q2 2026 Aug 03, 2026
Spectrum Planning & Advisory Services Inc. History No change 76,633 7,725 3.46% 3.46% 133 0 0.0% Q2 2026 Jul 14, 2026
WBH ADVISORY INC History No change 74,295 7,489 0.5% 0.5% 134 0 0.0% Q2 2026 Aug 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 73,805 7,440 1.85% 1.85% 135 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 71,928 7,251 1.35% 1.35% 136 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 71,556 7,213 0.15% 0.15% 137 0 0.0% Q2 2026 Aug 06, 2026
GatePass Capital, LLC History No change 70,893 7,146 2.71% 2.71% 138 0 0.0% Q2 2026 Jul 30, 2026
Trek Financial, LLC History No change 70,193 7,076 0.35% 0.35% 139 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 69,895 7,046 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 69,234 6,979 0.04% 0.04% 141 0 0.0% Q2 2026 Aug 10, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 69,220 6,978 5.38% 5.38% 142 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 67,896 6,844 0.04% 0.04% 143 0 0.0% Q2 2026 Sep 08, 2026
Sanctuary Advisors, LLC History No change 67,844 6,839 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 13, 2026
Planned Solutions, Inc. History No change 67,790 6,833 1.96% 1.96% 145 0 0.0% Q2 2026 Jul 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 67,112 6,765 0.13% 0.13% 146 0 0.0% Q2 2026 Jul 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 67,058 6,760 0.25% 0.25% 147 0 0.0% Q2 2026 Jul 08, 2026
Oceanside Advisors LLC History No change 66,004 6,653 3.36% 3.36% 148 0 0.0% Q2 2026 Jul 27, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 65,869 6,640 2.33% 2.33% 149 0 0.0% Q2 2026 Aug 03, 2026
SCOTIA CAPITAL INC. History No change 65,410 6,593 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 64,804 6,532 0.12% 0.12% 151 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 64,340 6,486 0.2% 0.2% 152 0 0.0% Q2 2026 Jul 31, 2026
CHANNEL WEALTH LLC History No change 63,749 6,426 1.44% 1.44% 153 0 0.0% Q2 2026 Aug 04, 2026
Flagship Private Wealth, LLC History No change 63,698 6,421 2.27% 2.27% 154 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 63,455 6,396 0.28% 0.28% 155 0 0.0% Q2 2026 Jul 09, 2026
WEDBUSH SECURITIES INC History No change 63,298 6,381 0.16% 0.16% 156 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 62,648 6,315 0.07% 0.07% 157 0 0.0% Q2 2026 Jul 29, 2026
WCG Wealth Advisors LLC History No change 62,545 6,305 0.15% 0.15% 158 0 0.0% Q2 2026 Aug 14, 2026
PFW Advisors LLC History Added to 62,649 6,299 1.87% 1.83% 159 +400 0.64% Q3 2026 Oct 07, 2026
CIBC Bancorp USA Inc. History No change 62,449 6,295 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 61,816 6,231 0.4% 0.4% 161 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 61,802 6,230 0.16% 0.16% 162 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 59,979 6,090 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors Wealth Management, LLC History Added to 60,455 6,078 0.68% 0.68% 164 +2,711 4.69% Q3 2026 Oct 09, 2026
SENTINEL PENSION ADVISORS, LLC History No change 60,348 6,073 0.8% 0.8% 165 0 0.0% Q2 2026 Jul 23, 2026
BHK Investment Advisors, LLC History No change 59,582 6,006 1.79% 1.79% 166 0 0.0% Q2 2026 Jul 28, 2026
Hardworking Capital Advisors, LLC History No change 58,977 5,945 4.86% 4.86% 167 0 0.0% Q2 2026 Aug 03, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 58,956 5,943 0.26% 0.26% 168 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 58,027 5,849 0.05% 0.05% 169 0 0.0% Q2 2026 Jul 27, 2026
Uncommon Cents Investing LLC History No change 57,585 5,805 1.26% 1.26% 170 0 0.0% Q2 2026 Jul 20, 2026
Robertson Stephens Wealth Management, LLC History No change 57,384 5,784 0.14% 0.14% 171 0 0.0% Q2 2026 Jul 29, 2026
Kathmere Capital Management, LLC History No change 56,126 5,658 0.3% 0.3% 172 0 0.0% Q2 2026 Jul 29, 2026
Smith Thornton Advisors LLC History No change 56,181 5,648 2.49% 2.49% 173 0 0.0% Q2 2026 Jul 14, 2026
Stone Wealth Partners History No change 55,778 5,622 4.11% 4.11% 174 0 0.0% Q2 2026 Jul 16, 2026
Gateway Wealth Partners, LLC History No change 55,380 5,582 0.33% 0.33% 175 0 0.0% Q2 2026 Aug 04, 2026
Aegis Wealth Management, Inc. History No change 55,032 5,547 3.58% 3.58% 176 0 0.0% Q2 2026 Jul 16, 2026
Hershey Financial Advisers, LLC History No change 54,823 5,526 3.97% 3.97% 177 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, LLC History No change 54,674 5,511 0.3% 0.3% 178 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 53,186 5,347 0.05% 0.05% 179 0 0.0% Q2 2026 Jul 27, 2026
TFR Capital, LLC. History No change 52,526 5,295 1.49% 1.49% 180 0 0.0% Q2 2026 Aug 06, 2026
Capital Management Associates, Inc History No change 52,501 5,292 1.06% 1.06% 181 0 0.0% Q2 2026 Jul 22, 2026
Joel Adams & Associates, Inc. History No change 52,430 5,285 3.39% 3.39% 182 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Advisors / MI History No change 52,344 5,276 0.32% 0.32% 183 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 51,903 5,232 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 51,867 5,228 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 12, 2026
JMAC ENTERPRISES LLC History No change 51,851 5,227 0.88% 0.88% 186 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 50,650 5,094 0.08% 0.08% 187 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 50,466 5,087 0.18% 0.18% 188 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 50,060 5,046 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
VIMA LLC History No change 50,001 5,040 4.91% 4.91% 190 0 0.0% Q2 2026 Jul 24, 2026
Jacobi Capital Management LLC History No change 49,096 4,949 0.24% 0.24% 191 0 0.0% Q2 2026 Jul 31, 2026
Oxinas Partners, LLC History No change 48,847 4,924 1.94% 1.94% 192 0 0.0% Q2 2026 Jul 14, 2026
Curi Capital, LLC History No change 48,491 4,888 0.08% 0.08% 193 0 0.0% Q2 2026 Aug 14, 2026
ADVOCATE GROUP LLC History No change 48,356 4,874 0.73% 0.73% 194 0 0.0% Q2 2026 Jul 17, 2026
City Center Advisors, LLC History Added to 48,288 4,855 3.71% 3.88% 195 +713 1.5% Q3 2026 Oct 07, 2026
WINCAP FINANCIAL LLC History No change 48,073 4,846 2.62% 2.62% 196 0 0.0% Q2 2026 Jul 09, 2026
Goodman Advisory Group, LLC History No change 47,581 4,796 1.1% 1.1% 197 0 0.0% Q2 2026 Aug 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 47,495 4,787 0.75% 0.75% 198 0 0.0% Q2 2026 Jul 15, 2026
Values First Advisors, Inc. History No change 46,886 4,726 2.16% 2.16% 199 0 0.0% Q2 2026 Aug 04, 2026
Friedenthal Financial History No change 46,836 4,721 2.18% 2.18% 200 0 0.0% Q2 2026 Jul 13, 2026
CIM, LLC History No change 46,531 4,690 0.61% 0.61% 201 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 46,382 4,675 0.17% 0.17% 202 0 0.0% Q2 2026 Jul 21, 2026
Flaharty Asset Management, LLC History No change 45,705 4,595 6.58% 6.58% 203 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Financial Group, LLC /NE/ History No change 45,243 4,560 2.81% 2.81% 204 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 45,064 4,542 0.0% 0.0% 205 0 0.0% Q2 2026 Sep 02, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Added to 44,578 4,482 2.71% 0.3% 206 +39,532 783.43% Q3 2026 Oct 07, 2026
Barnes Wealth Management Group, Inc History No change 44,414 4,477 2.07% 2.07% 207 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 44,122 4,447 0.05% 0.05% 208 0 0.0% Q2 2026 Aug 03, 2026
Mullaney, Keating & Wright, Inc. History No change 44,105 4,446 2.15% 2.15% 209 0 0.0% Q2 2026 Jul 14, 2026
GeoWealth Management, LLC History No change 43,877 4,423 0.14% 0.14% 210 0 0.0% Q2 2026 Jul 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 43,860 4,421 0.1% 0.1% 211 0 0.0% Q2 2026 Jul 17, 2026
StoneX Group Inc. History No change 43,741 4,409 0.18% 0.18% 212 0 0.0% Q2 2026 Aug 12, 2026
SFG Wealth Management, LLC. History No change 42,657 4,300 1.55% 1.55% 213 0 0.0% Q2 2026 Jul 22, 2026
ABLE Financial Group, LLC History No change 41,841 4,217 0.71% 0.71% 214 0 0.0% Q2 2026 Jul 22, 2026
Klaas Financial Asset Advisors, LLC History No change 41,496 4,183 0.52% 0.52% 215 0 0.0% Q2 2026 Jul 15, 2026
Westside Investment Management, Inc. History No change 41,179 4,151 0.55% 0.55% 216 0 0.0% Q2 2026 Jul 27, 2026
RFG Advisory, LLC History No change 41,164 4,149 0.06% 0.06% 217 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 40,810 4,114 0.09% 0.09% 218 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 40,110 4,043 0.02% 0.02% 219 0 0.0% Q2 2026 Jul 17, 2026
Nest Investments, LLC History No change 39,980 4,030 3.06% 3.06% 220 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History Added to 39,886 4,010 0.63% 0.1% 221 +33,678 542.49% Q3 2026 Oct 09, 2026
Sachetta, LLC History No change 39,613 3,993 1.94% 1.94% 222 0 0.0% Q2 2026 Jul 15, 2026
Camelot Portfolios, LLC History No change 39,445 3,976 2.78% 2.78% 223 0 0.0% Q2 2026 Jul 17, 2026
SkyOak Wealth, LLC History No change 39,004 3,931 0.64% 0.64% 224 0 0.0% Q2 2026 Jul 30, 2026
TD Waterhouse Canada Inc. History No change 38,119 3,829 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 37,707 3,801 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 37,656 3,796 0.17% 0.17% 227 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 37,495 3,779 0.4% 0.4% 228 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 37,457 3,776 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 03, 2026
BIP Wealth, LLC History No change 37,022 3,732 0.11% 0.11% 230 0 0.0% Q2 2026 Aug 03, 2026
American Institute for Advanced Investment Management, LLP History No change 36,958 3,725 2.15% 2.15% 231 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 36,779 3,707 0.04% 0.04% 232 0 0.0% Q2 2026 Aug 04, 2026
Essential Planning, LLC. History No change 36,001 3,629 1.03% 1.03% 233 0 0.0% Q2 2026 Aug 03, 2026
McKinley Carter Wealth Services, Inc. History No change 35,105 3,538 0.18% 0.18% 234 0 0.0% Q2 2026 Jul 28, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 35,085 3,536 2.31% 2.31% 235 0 0.0% Q2 2026 Aug 07, 2026
NorthCoast Asset Management LLC History No change 35,044 3,532 0.08% 0.08% 236 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Planning Group, LLC History No change 34,790 3,507 1.12% 1.12% 237 0 0.0% Q2 2026 Jul 31, 2026
SURIENCE PRIVATE WEALTH LLC History No change 34,779 3,506 3.08% 3.08% 238 0 0.0% Q2 2026 Jul 24, 2026
Mattern Wealth Management LLC History No change 34,705 3,498 0.57% 0.57% 239 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 34,406 3,468 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 34,063 3,433 0.14% 0.14% 241 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 32,914 3,318 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 32,206 3,246 0.05% 0.05% 243 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 31,725 3,198 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 27, 2026
Lido Advisors, LLC History No change 31,683 3,193 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 07, 2026
Integrity Wealth Solutions LLC History No change 31,392 3,164 1.17% 1.17% 246 0 0.0% Q2 2026 Jul 30, 2026
Intergy Private Wealth, LLC History No change 30,973 3,122 0.72% 0.72% 247 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Partners, Inc. History No change 30,741 3,099 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 30,561 3,080 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History No change 30,041 3,029 1.18% 1.18% 250 0 0.0% Q2 2026 Jul 20, 2026
TFB Advisors LLC History No change 29,668 2,990 1.32% 1.32% 251 0 0.0% Q2 2026 Aug 06, 2026
Norris Financial Group, LLC History No change 29,639 2,987 1.19% 1.19% 252 0 0.0% Q2 2026 Aug 05, 2026
Foundry Financial Group, Inc. History No change 29,266 2,950 1.28% 1.28% 253 0 0.0% Q2 2026 Jul 22, 2026
Flatrock Wealth Partners LLC History No change 29,071 2,930 1.15% 1.15% 254 0 0.0% Q2 2026 Aug 14, 2026
Paulson Wealth Management Inc. History No change 28,699 2,893 0.61% 0.61% 255 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 28,606 2,883 0.05% 0.05% 256 0 0.0% Q2 2026 Jul 21, 2026
Mid-American Wealth Advisory Group, Inc. History No change 28,425 2,865 1.04% 1.04% 257 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ALLIANCE, LLC History No change 28,183 2,841 0.24% 0.24% 258 0 0.0% Q2 2026 Aug 11, 2026
Arete Wealth Advisors, LLC History No change 27,952 2,817 0.19% 0.19% 259 0 0.0% Q2 2026 Aug 12, 2026
Financial Strategies Group, Inc. History No change 27,781 2,797 0.45% 0.45% 260 0 0.0% Q2 2026 Aug 10, 2026
Sanchez Gaunt Capital Management, LLC History No change 27,740 2,796 1.56% 1.56% 261 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 27,572 2,780 0.28% 0.28% 262 0 0.0% Q2 2026 Jul 16, 2026
BLUELINE ADVISORS LLC History No change 27,570 2,779 1.92% 1.92% 263 0 0.0% Q2 2026 Jul 27, 2026
Compass Financial Group, Inc. History No change 26,894 2,711 1.15% 1.15% 264 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 26,851 2,706 0.13% 0.13% 265 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Advisors LLC History No change 26,870 2,696 2.31% 2.31% 266 0 0.0% Q2 2026 Aug 07, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 26,708 2,692 0.08% 0.08% 267 0 0.0% Q2 2026 Aug 05, 2026
SAGE RHINO CAPITAL LLC History No change 26,437 2,665 0.43% 0.43% 268 0 0.0% Q2 2026 Aug 03, 2026
Cannon Wealth Management Services, LLC History No change 26,185 2,639 1.44% 1.44% 269 0 0.0% Q2 2026 Aug 11, 2026
Wagner Wealth Management, LLC History No change 26,177 2,638 0.49% 0.49% 270 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 25,994 2,620 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 12, 2026
Adams Wealth Management History No change 25,906 2,611 0.5% 0.5% 272 0 0.0% Q2 2026 Aug 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 25,630 2,583 0.02% 0.02% 273 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 25,653 2,577 0.12% 0.12% 274 0 0.0% Q2 2026 Jul 28, 2026
Legacy Capital Wealth Partners, LLC History No change 25,523 2,572 0.49% 0.49% 275 0 0.0% Q2 2026 Aug 12, 2026
Ruggaard & Associates LLC History No change 25,352 2,555 0.92% 0.92% 276 0 0.0% Q2 2026 Aug 17, 2026
Wealth Advisors of Iowa, LLC History No change 25,312 2,551 0.69% 0.69% 277 0 0.0% Q2 2026 Jul 30, 2026
D.A. DAVIDSON & CO. History No change 24,994 2,519 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 24,938 2,513 0.03% 0.03% 279 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY TRUST CO History No change 24,756 2,495 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 24,727 2,492 1.54% 1.54% 281 0 0.0% Q2 2026 Jul 28, 2026
Peck Wealth Management, LLC History No change 24,605 2,480 2.09% 2.09% 282 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 24,393 2,459 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 24,267 2,446 0.08% 0.08% 284 0 0.0% Q2 2026 Aug 10, 2026
PAX Financial Group, LLC History No change 24,131 2,432 0.36% 0.36% 285 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Investment Partners LLC History No change 23,953 2,414 0.2% 0.2% 286 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 23,765 2,395 0.1% 0.1% 287 0 0.0% Q2 2026 Aug 10, 2026
Blueprint Financial Advisors LLC History No change 23,762 2,395 0.27% 0.27% 288 0 0.0% Q2 2026 Aug 14, 2026
Asset One Wealth Management LLC History No change 23,274 2,341 0.25% 0.25% 289 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 23,195 2,335 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 10, 2026
Somerset Group LLC History No change 23,053 2,318 1.63% 1.63% 291 0 0.0% Q2 2026 Aug 12, 2026
LEGACY SOLUTIONS, LLC History Added to 22,517 2,264 1.73% 1.72% 292 +1,391 6.58% Q3 2026 Oct 07, 2026
Investor's Fiduciary Advisor Network, LLC History No change 22,415 2,259 0.77% 0.77% 293 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 22,117 2,223 0.6% 0.22% 294 +13,860 167.86% Q3 2026 Oct 02, 2026
Cedar Mountain Advisors, LLC History No change 22,020 2,219 0.38% 0.38% 295 0 0.0% Q2 2026 Jul 02, 2026
Net Worth Advisory Group History No change 21,903 2,208 0.56% 0.56% 296 0 0.0% Q2 2026 Jul 13, 2026
Sowell Financial Services LLC History No change 21,327 2,150 0.07% 0.07% 297 0 0.0% Q2 2026 Jul 17, 2026
BENJAMIN EDWARDS INC History No change 21,210 2,138 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 24, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 21,152 2,132 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 20,891 2,106 0.25% 0.25% 300 0 0.0% Q2 2026 Aug 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 20,875 2,103 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 13, 2026
REGATTA CAPITAL GROUP, LLC History No change 20,841 2,101 0.28% 0.28% 302 0 0.0% Q2 2026 Aug 12, 2026
Peregrine Asset Advisers, Inc. History No change 20,506 2,067 0.45% 0.45% 303 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 20,336 2,050 0.09% 0.09% 304 0 0.0% Q2 2026 Aug 20, 2026
SeaCrest Wealth Management, LLC History No change 20,311 2,047 0.23% 0.23% 305 0 0.0% Q2 2026 Jul 09, 2026
Unified Investment Management History No change 20,095 2,025 1.87% 1.87% 306 0 0.0% Q2 2026 Jul 27, 2026
SYM FINANCIAL Corp History No change 19,962 2,012 0.16% 0.16% 307 0 0.0% Q2 2026 Aug 04, 2026
ETF Store, Inc. History No change 19,948 2,010 1.68% 1.68% 308 0 0.0% Q2 2026 Jul 29, 2026
WAYSTONE ADVISORS LLC History No change 19,733 1,989 1.48% 1.48% 309 0 0.0% Q2 2026 Jul 16, 2026
HighPoint Advisor Group LLC History No change 19,705 1,986 0.07% 0.07% 310 0 0.0% Q2 2026 Aug 05, 2026
ALTFEST L J & CO INC History No change 19,690 1,984 0.19% 0.19% 311 0 0.0% Q2 2026 Jul 30, 2026
Dorsey & Whitney Trust CO LLC History No change 19,666 1,982 0.1% 0.1% 312 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 19,587 1,974 0.05% 0.05% 313 0 0.0% Q2 2026 Aug 05, 2026
SlateStone Wealth, LLC History No change 19,437 1,959 0.15% 0.15% 314 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 19,096 1,925 0.05% 0.05% 315 0 0.0% Q2 2026 Aug 13, 2026
ArrowMark Colorado Holdings LLC History No change 19,092 1,924 0.08% 0.08% 316 0 0.0% Q2 2026 Aug 13, 2026
WJ Interests, LLC History No change 18,976 1,912 0.74% 0.74% 317 0 0.0% Q2 2026 Jul 29, 2026
Financial Futures Ltd Liability Co. History No change 18,946 1,909 0.73% 0.73% 318 0 0.0% Q2 2026 Jul 27, 2026
HCR Wealth Advisors History No change 18,878 1,903 0.17% 0.17% 319 0 0.0% Q2 2026 Jul 13, 2026
RiverTree Advisors, LLC History No change 18,768 1,892 1.12% 1.12% 320 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 18,751 1,890 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 18,656 1,880 0.26% 0.26% 322 0 0.0% Q2 2026 Jul 22, 2026
Rothschild Wealth LLC History No change 18,568 1,871 0.15% 0.15% 323 0 0.0% Q2 2026 Aug 11, 2026
RIK SAYLOR FINANCIAL, INC. History No change 18,526 1,867 1.24% 1.24% 324 0 0.0% Q2 2026 Aug 05, 2026
Scarborough Advisors, LLC History No change 18,389 1,849 0.21% 0.21% 325 0 0.0% Q2 2026 Jul 21, 2026
Oak Grove Capital LLC History No change 18,384 1,848 0.08% 0.09% 326 0 0.0% Q3 2026 Oct 09, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 18,091 1,823 0.87% 0.87% 327 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 18,051 1,819 0.07% 0.07% 328 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 17,772 1,791 0.15% 0.15% 329 0 0.0% Q2 2026 Jul 09, 2026
Authentikos Wealth Advisory, LLC History No change 17,704 1,784 1.14% 1.14% 330 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Added to 17,703 1,780 0.05% 0.02% 331 +8,821 99.31% Q3 2026 Oct 08, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 17,419 1,756 0.39% 0.39% 332 0 0.0% Q2 2026 Sep 02, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 16,919 1,705 0.67% 0.67% 333 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16,824 1,696 0.17% 0.17% 334 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 16,776 1,691 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 16,760 1,689 0.77% 0.77% 336 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 16,732 1,686 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 04, 2026
Wealth Alliance Advisory Group, LLC History No change 16,689 1,682 0.24% 0.24% 338 0 0.0% Q2 2026 Jul 23, 2026
John W. Brooker & Co., CPAs History No change 16,501 1,663 2.01% 2.01% 339 0 0.0% Q2 2026 Jul 20, 2026
FCA CORP /TX History No change 16,273 1,640 0.4% 0.4% 340 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 16,189 1,632 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 16,046 1,617 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 15,970 1,609 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 11, 2026
Opus Financial Solutions LLC History No change 15,814 1,594 1.29% 1.29% 344 0 0.0% Q2 2026 Jul 24, 2026
Forvis Mazars Wealth Advisors, LLC History No change 15,713 1,584 0.03% 0.03% 345 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 15,680 1,580 0.06% 0.06% 346 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Retirement, LLC History No change 15,645 1,577 0.09% 0.09% 347 0 0.0% Q2 2026 Aug 12, 2026
Bedel Financial Consulting, Inc. History No change 15,520 1,564 0.15% 0.15% 348 0 0.0% Q2 2026 Jul 29, 2026
Phoenix Wealth Advisors History No change 15,353 1,547 0.52% 0.52% 349 0 0.0% Q2 2026 Jul 31, 2026
Fiduciary Alliance LLC History No change 15,321 1,544 0.1% 0.1% 350 0 0.0% Q2 2026 Jul 20, 2026
Hudson Portfolio Management LLC History No change 15,173 1,529 1.16% 1.16% 351 0 0.0% Q2 2026 Aug 12, 2026
Soltis Investment Advisors LLC History No change 15,054 1,517 0.08% 0.08% 352 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 15,003 1,512 0.05% 0.05% 353 0 0.0% Q2 2026 Jul 15, 2026
Crown Wealth Group, LLC History No change 14,873 1,499 0.38% 0.38% 354 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 14,844 1,496 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
Mittelman Wealth Management History No change 14,334 1,475 0.98% 0.98% 356 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 14,558 1,467 0.2% 0.2% 357 0 0.0% Q2 2026 Aug 10, 2026
Essex Bank History No change 14,454 1,457 0.32% 0.32% 358 0 0.0% Q2 2026 Jul 23, 2026
Precision Wealth Strategies, LLC History No change 14,337 1,445 0.44% 0.44% 359 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 14,309 1,442 0.05% 0.05% 360 0 0.0% Q2 2026 Jul 24, 2026
Richard P Slaughter Associates Inc History No change 14,271 1,438 0.28% 0.28% 361 0 0.0% Q2 2026 Jul 13, 2026
Birch Capital Management, LLC History No change 14,209 1,432 0.7% 0.7% 362 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 13,841 1,395 0.11% 0.11% 363 0 0.0% Q2 2026 Jul 28, 2026
Towneley Capital Management, Inc / DE History Added to 13,850 1,392 0.28% 0.27% 364 +60 0.44% Q3 2026 Oct 09, 2026
MCF Advisors LLC History No change 13,722 1,383 0.05% 0.05% 365 0 0.0% Q2 2026 Aug 12, 2026
SHAYNE & JACOBS, LLC History No change 13,658 1,376 0.41% 0.41% 366 0 0.0% Q2 2026 Jul 07, 2026
SouthState Bank Corp History No change 13,517 1,362 0.06% 0.06% 367 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 13,503 1,361 0.56% 0.56% 368 0 0.0% Q2 2026 Sep 18, 2026
Fort Point Capital Partners LLC History No change 13,427 1,353 0.09% 0.09% 369 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 13,284 1,338 0.1% 0.1% 370 0 0.0% Q2 2026 Jul 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 13,111 1,321 0.06% 0.06% 371 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Advisor Solutions, LLC History No change 13,111 1,321 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 06, 2026
Montis Financial, LLC History No change 13,094 1,320 0.27% 0.27% 373 0 0.0% Q2 2026 Aug 05, 2026
L & S Advisors Inc History No change 12,985 1,309 0.14% 0.14% 374 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Added to 12,711 1,278 0.1% 0.07% 375 +4,197 49.3% Q3 2026 Oct 07, 2026
Summa Corp. History No change 12,450 1,254 0.39% 0.39% 376 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 12,048 1,215 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 12,062 1,215 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 12,024 1,212 0.94% 0.94% 379 0 0.0% Q2 2026 Jul 24, 2026
Spinnaker Investment Group, LLC History No change 11,982 1,207 0.19% 0.19% 380 0 0.0% Q2 2026 Jul 10, 2026
Capital Planning LLC History New 11,927 1,199 0.32% — 381 +11,927 New Q3 2026 Oct 09, 2026
Creative Capital Management Investments LLC History No change 11,876 1,197 0.28% 0.28% 382 0 0.0% Q2 2026 Jul 24, 2026
10Elms LLP History No change 11,788 1,188 0.5% 0.5% 383 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 11,743 1,183 0.02% 0.02% 384 0 0.0% Q2 2026 Jul 30, 2026
Three Bridge Wealth Advisors, LLC History No change 11,527 1,162 0.29% 0.29% 385 0 0.0% Q2 2026 Jul 27, 2026
Ashton Thomas Private Wealth, LLC History No change 11,497 1,159 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 11,385 1,147 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 04, 2026
Mayfair Advisory Group, LLC History No change 11,348 1,142 0.34% 0.34% 388 0 0.0% Q2 2026 Aug 11, 2026
Narus Financial Partners, LLC History No change 11,279 1,137 0.29% 0.29% 389 0 0.0% Q2 2026 Jul 31, 2026
Avid Wealth Partners LLC History No change 11,278 1,136 0.55% 0.55% 390 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 11,258 1,134 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 11,237 1,132 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 11,025 1,111 0.39% 0.39% 393 0 0.0% Q2 2026 Jul 23, 2026
Rollins Financial Advisors, LLC History No change 10,991 1,108 0.15% 0.15% 394 0 0.0% Q2 2026 Aug 04, 2026
Noble Wealth Management PBC History Reduced 10,962 1,102 0.49% 0.53% 396 -717 -6.14% Q3 2026 Oct 01, 2026
Roger Wittlin Investment Advisory, LLC History No change 10,940 1,102 0.87% 0.87% 395 0 0.0% Q2 2026 Jul 17, 2026
Occidental Asset Management, LLC History No change 10,803 1,089 0.11% 0.11% 397 0 0.0% Q2 2026 Aug 07, 2026
Lantern Wealth Advisors, LLC History No change 10,669 1,075 0.49% 0.49% 398 0 0.0% Q2 2026 Jul 28, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 10,613 1,070 0.68% 0.68% 399 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 10,538 1,062 0.18% 0.18% 400 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 10,500 1,058 0.05% 0.05% 401 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 10,429 1,051 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 03, 2026
Farmers & Merchants Trust Co of Long Beach History No change 10,336 1,041 0.22% 0.22% 403 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 10,195 1,027 0.03% 0.03% 404 0 0.0% Q2 2026 Aug 03, 2026
Kachkovsky & Fisher, Inc. History No change 10,039 1,011 0.97% 0.97% 405 0 0.0% Q2 2026 Sep 08, 2026
Apella Capital, LLC History Added to 9,992 1,002 0.01% 0.0% 406 +7,584 314.95% Q3 2026 Oct 08, 2026
Weaver Consulting Group History New 9,935 998 0.19% — 407 +9,935 New Q3 2026 Oct 07, 2026
Per Stirling Capital Management, LLC. History No change 9,869 994 0.09% 0.09% 408 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 9,838 991 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 10, 2026
Patriot Financial Group Insurance Agency, LLC History No change 9,825 990 0.1% 0.1% 410 0 0.0% Q2 2026 Jul 16, 2026
Golden State Wealth Management, LLC History No change 9,688 976 0.09% 0.09% 411 0 0.0% Q2 2026 Jul 22, 2026
Koshinski Asset Management, Inc. History No change 9,573 965 0.05% 0.05% 412 0 0.0% Q2 2026 Jul 27, 2026
Accurate Wealth Management, LLC History No change 9,562 961 0.09% 0.09% 413 0 0.0% Q2 2026 Jul 14, 2026
Financial Management Professionals, Inc. History No change 9,393 946 0.09% 0.09% 414 0 0.0% Q2 2026 Jul 09, 2026
DeDora Capital, Inc. History No change 9,186 925 0.2% 0.2% 415 0 0.0% Q2 2026 Jul 13, 2026
Powell Investment Advisors, LLC History No change 9,111 918 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 28, 2026
Arbor Investment Advisors, LLC History No change 9,098 917 0.1% 0.1% 417 0 0.0% Q2 2026 Jul 24, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 9,063 913 0.06% 0.06% 418 0 0.0% Q2 2026 Jul 28, 2026
Ceeto Capital Group, LLC History No change 9,000 907 0.25% 0.25% 419 0 0.0% Q2 2026 Aug 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 8,960 903 0.52% 0.52% 420 0 0.0% Q2 2026 Jul 15, 2026
WEST MICHIGAN ADVISORS, LLC History No change 8,958 903 0.17% 0.17% 421 0 0.0% Q2 2026 Aug 21, 2026
SteelPeak Wealth, LLC History No change 8,864 893 0.02% 0.02% 422 0 0.0% Q2 2026 Jul 13, 2026
Mezzasalma Advisors, LLC History No change 8,794 886 0.18% 0.18% 423 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 8,757 882 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History No change 8,705 877 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 07, 2026
Berman McAleer LLC History No change 8,679 874 0.1% 0.1% 426 0 0.0% Q2 2026 Jul 16, 2026
Heritage Wealth Advisors History No change 8,660 873 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 14, 2026
Financial Guidance Group, Inc. History No change 8,544 861 0.32% 0.32% 428 0 0.0% Q2 2026 Jul 22, 2026
Chicago Partners Investment Group LLC History No change 8,543 859 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 29, 2026
WealthCollab, LLC History No change 8,522 859 0.31% 0.31% 430 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL PLANNING, INC History No change 8,420 848 0.29% 0.29% 431 0 0.0% Q2 2026 Aug 06, 2026
TCFG Investment Advisors, LLC History No change 8,381 842 0.28% 0.28% 432 0 0.0% Q2 2026 Jul 17, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 8,314 838 0.27% 0.27% 433 0 0.0% Q2 2026 Jul 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 8,267 833 0.03% 0.03% 434 0 0.0% Q2 2026 Jul 22, 2026
Transcendent Capital Group LLC History No change 8,255 832 0.32% 0.32% 435 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 8,209 827 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 07, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 8,210 827 0.09% 0.09% 437 0 0.0% Q2 2026 Jul 24, 2026
Atlanta Consulting Group Advisors, LLC History No change 8,203 826 0.13% 0.13% 438 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 8,087 815 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Simmons Bank History No change 8,091 815 0.05% 0.05% 440 0 0.0% Q2 2026 Jul 31, 2026
AMERIPRISE FINANCIAL INC History No change 8,063 812 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 14, 2026
Independent Wealth Network Inc. History No change 8,046 811 0.21% 0.21% 442 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 8,008 807 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 7,940 800 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 14, 2026
POWER WEALTH MANAGEMENT LLC History No change 7,897 796 0.27% 0.27% 445 0 0.0% Q2 2026 Aug 03, 2026
Redwood Investment Management, LLC History No change 7,874 794 0.08% 0.08% 446 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 7,720 778 0.11% 0.11% 447 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 7,717 777 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 13, 2026
Total Clarity Wealth Management, Inc. History No change 7,712 777 0.15% 0.15% 449 0 0.0% Q2 2026 Jul 23, 2026
AMERIFLEX GROUP, INC. History No change 7,706 776 0.32% 0.32% 450 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 7,499 755 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 04, 2026
Birchwood Financial Partners, Inc. History No change 7,486 754 0.62% 0.62% 452 0 0.0% Q2 2026 Aug 06, 2026
CENTAURUS FINANCIAL, INC. History No change 7,472 753 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 17, 2026
Texas Yale Capital Corp. History No change 7,475 753 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 7,470 753 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 11, 2026
NewSquare Capital LLC History No change 7,418 747 0.06% 0.06% 456 0 0.0% Q2 2026 Jul 28, 2026
Stirlingshire Investments, Inc. History No change 7,411 747 0.55% 0.55% 457 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 7,404 746 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 7,390 744 0.14% 0.14% 459 0 0.0% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History No change 7,301 733 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
Granite Bay Wealth Management, LLC History No change 7,274 733 0.07% 0.07% 461 0 0.0% Q2 2026 Aug 14, 2026
Closed-End Fund Advisors, Inc. History No change 7,265 732 0.72% 0.72% 462 0 0.0% Q2 2026 Jul 27, 2026
Maridea Wealth Management LLC History No change 7,235 729 0.08% 0.08% 463 0 0.0% Q2 2026 Aug 06, 2026
WESCAP Management Group, Inc. History No change 7,194 725 0.14% 0.14% 464 0 0.0% Q2 2026 Aug 11, 2026
Wealth Advisory Solutions, LLC History No change 7,175 723 0.15% 0.15% 465 0 0.0% Q2 2026 Jul 24, 2026
Selby Wealth Management, LLC History No change 7,034 709 0.25% 0.25% 466 0 0.0% Q2 2026 Jul 09, 2026
Advyzon Investment Management, LLC History No change 6,926 698 0.05% 0.05% 467 0 0.0% Q2 2026 Aug 14, 2026
CARLSON FINANCIAL, INC. History No change 6,921 697 0.36% 0.36% 468 0 0.0% Q2 2026 Aug 24, 2026
CATALYST PRIVATE WEALTH, LLC History No change 6,900 695 0.34% 0.34% 469 0 0.0% Q2 2026 Jul 21, 2026
Peak Asset Management, LLC History No change 6,860 691 0.1% 0.1% 470 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 6,831 688 0.26% 0.26% 471 0 0.0% Q2 2026 Aug 14, 2026
CGC Financial Services, LLC History No change 6,795 685 0.15% 0.15% 472 0 0.0% Q2 2026 Jul 13, 2026
Integrated Investment Consultants, LLC History No change 6,740 679 0.13% 0.13% 473 0 0.0% Q2 2026 Aug 17, 2026
AdvisorNet Financial, Inc History No change 6,702 675 0.03% 0.03% 474 0 0.0% Q2 2026 Jul 23, 2026
Smithfield Trust Co History No change 6,647 670 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 05, 2026
Pinion Investment Advisors, LLC History No change 6,624 667 0.13% 0.13% 476 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 6,622 667 0.08% 0.08% 477 0 0.0% Q2 2026 Aug 12, 2026
Financial Enhancement Group LLC History Reduced 6,632 665 0.08% 0.09% 478 -1,157 -14.85% Q3 2026 Oct 08, 2026
Evergreen Wealth Partners LLC History No change 6,484 653 0.39% 0.39% 479 0 0.0% Q2 2026 Aug 11, 2026
Intellus Advisors LLC History No change 6,469 652 0.08% 0.08% 480 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 6,436 649 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 6,429 648 0.05% 0.05% 482 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 6,397 644 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 6,350 640 0.05% 0.05% 484 0 0.0% Q2 2026 Sep 15, 2026
Midwest Financial Network, LLC History No change 6,344 639 0.44% 0.44% 485 0 0.0% Q2 2026 Jul 07, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 6,331 638 0.3% 0.3% 486 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Union Bankshares Corp History No change 6,323 637 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 6,272 632 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 07, 2026
Vigilare Wealth Management History No change 6,224 627 0.19% 0.19% 489 0 0.0% Q2 2026 Jul 06, 2026
Rockwood Wealth Management, LLC History No change 6,210 626 0.04% 0.04% 490 0 0.0% Q2 2026 Jul 13, 2026
Gambit Capital Management, LLC History No change 6,197 624 0.36% 0.36% 491 0 0.0% Q2 2026 Aug 11, 2026
Merited Wealth, LLC History No change 6,169 621 0.44% 0.44% 492 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,160 620 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 6,134 618 0.11% 0.11% 494 0 0.0% Q2 2026 Jul 20, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 5,850 589 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 5,771 581 0.19% 0.19% 496 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 5,754 580 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 5,712 574 0.07% 0.07% 498 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 5,647 569 0.11% 0.11% 499 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 5,624 566 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 5,620 565 0.18% 0.18% 501 0 0.0% Q2 2026 Jul 23, 2026
RFG HOLDINGS, INC. History No change 5,555 560 0.12% 0.12% 502 0 0.0% Q2 2026 Jul 29, 2026
BridgePort Financial Solutions, LLC History No change 5,531 557 0.14% 0.14% 503 0 0.0% Q2 2026 Jul 24, 2026
Nordwand Advisors, LLC History No change 5,503 554 0.08% 0.08% 504 0 0.0% Q2 2026 Aug 07, 2026
IBEX WEALTH ADVISORS History No change 5,465 550 0.04% 0.04% 505 0 0.0% Q2 2026 Jul 27, 2026
Robinswood Financial LLC History No change 5,420 546 0.16% 0.16% 506 0 0.0% Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,411 544 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 27, 2026
STAGE HARBOR FINANCIAL, LLC History No change 5,316 535 0.31% 0.31% 508 0 0.0% Q2 2026 Aug 07, 2026
Midway Capital Research & Management History No change 5,290 533 0.42% 0.42% 509 0 0.0% Q2 2026 Jul 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,264 530 0.01% 0.01% 510 0 0.0% Q2 2026 Jul 31, 2026
Ancora Advisors LLC History No change 5,241 528 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 5,239 528 0.05% 0.05% 512 0 0.0% Q2 2026 Jul 13, 2026
CoreCap Advisors, LLC History Added to 5,215 524 0.02% 0.01% 513 +370 7.64% Q3 2026 Oct 08, 2026
Prime Capital Investment Advisors, LLC History No change 5,192 523 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 05, 2026
SilverOak Wealth Management LLC History No change 5,194 523 0.07% 0.07% 515 0 0.0% Q2 2026 Jul 29, 2026
Lloyd Advisory Services, LLC. History No change 5,126 516 0.2% 0.2% 516 0 0.0% Q2 2026 Aug 07, 2026
Five Pine Wealth Management History No change 5,087 512 0.29% 0.29% 517 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History New 5,073 510 0.01% — 518 +5,073 New Q3 2026 Oct 07, 2026
Diversify Advisory Services, LLC History No change 5,021 505 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,021 505 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 5,000 504 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 14, 2026
Uptown Financial Advisors LLC History No change 4,956 499 0.33% 0.33% 522 0 0.0% Q2 2026 Jul 10, 2026
Fermata Advisors, LLC History No change 4,934 497 0.1% 0.1% 523 0 0.0% Q2 2026 Jul 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,916 495 0.0% 0.0% 524 0 0.0% Q2 2026 Sep 23, 2026
White Pine Investment CO History No change 4,782 482 0.1% 0.1% 525 0 0.0% Q2 2026 Jul 20, 2026
Integrated Advisors Network LLC History No change 4,734 477 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 11, 2026
Financial Designs Corp History Added to 4,718 474 0.24% 0.25% 527 +99 2.14% Q3 2026 Oct 08, 2026
B. Riley Wealth Advisors, Inc. History No change 4,698 473 0.03% 0.03% 528 0 0.0% Q2 2026 Jul 14, 2026
Focus Financial Network, Inc. History No change 4,699 473 0.01% 0.01% 529 0 0.0% Q2 2026 Jul 09, 2026
Capital Asset Advisory Services LLC History No change 4,647 468 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 14, 2026
MFA Wealth Services History No change 4,645 468 0.28% 0.28% 531 0 0.0% Q2 2026 Jul 21, 2026
Basecamp Wealth Advisors LLC History No change 4,605 464 0.09% 0.09% 532 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 4,594 463 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 4,504 454 0.02% 0.02% 534 0 0.0% Q2 2026 Jul 23, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 2,687 454 0.11% 0.11% 535 0 0.0% Q2 2026 Aug 14, 2026
Hexagon Capital Partners LLC History No change 4,499 453 0.06% 0.06% 536 0 0.0% Q2 2026 Aug 06, 2026
McNamara Financial Services, Inc. History No change 4,493 452 0.08% 0.08% 537 0 0.0% Q2 2026 Jul 22, 2026
Advisor Resource Council History No change 4,491 451 0.13% 0.13% 538 0 0.0% Q2 2026 Jul 28, 2026
Rockport Wealth LLC History No change 4,440 447 0.08% 0.08% 539 0 0.0% Q2 2026 Jul 27, 2026
Williams & Novak Wealth Management, LLC History Added to 4,440 446 0.26% 0.23% 540 +1,040 30.59% Q3 2026 Oct 09, 2026
PFG Advisors History No change 4,400 443 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Advisors, LLC History No change 4,385 442 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 4,312 435 0.05% 0.05% 543 0 0.0% Q2 2026 Jul 24, 2026
Madson Wealth Advisors Inc History No change 4,269 430 0.29% 0.29% 544 0 0.0% Q2 2026 Jul 21, 2026
JT Stratford LLC History No change 4,256 428 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 14, 2026
Castle Rock Wealth Management, LLC History Reduced 4,254 426 0.08% 0.08% 546 -30 -0.7% Q3 2026 Oct 09, 2026
First Heartland Consultants, Inc. History Reduced 4,189 421 0.03% 1.06% 547 -159,036 -97.43% Q3 2026 Oct 08, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 4,161 419 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,098 413 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 20, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 4,027 405 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 4,016 404 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 4,000 403 0.03% 0.03% 552 0 0.0% Q2 2026 Jul 28, 2026
Legacy Trust History No change 4,000 403 0.07% 0.07% 553 0 0.0% Q2 2026 Jul 31, 2026
Clear Creek Financial Management, LLC History No change 3,999 403 0.03% 0.03% 554 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 3,978 401 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 10, 2026
True North Advisors, LLC History No change 3,977 400 0.04% 0.04% 556 0 0.0% Q2 2026 Jul 22, 2026
Hudock, Inc. History No change 3,965 399 0.05% 0.05% 557 0 0.0% Q2 2026 Jul 31, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,932 396 0.03% 0.03% 558 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Reduced 3,931 395 0.07% 0.08% 559 -115 -2.84% Q3 2026 Oct 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,900 393 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 3,848 387 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 3,811 384 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 14, 2026
Parker Financial LLC History No change 3,813 384 0.14% 0.14% 563 0 0.0% Q2 2026 Aug 03, 2026
Canal Capital Management, LLC History No change 3,740 377 0.05% 0.05% 564 0 0.0% Q2 2026 Jul 28, 2026
Argos Wealth Advisors, LLC History No change 3,740 377 0.1% 0.1% 565 0 0.0% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History No change 3,731 376 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 3,731 376 0.04% 0.04% 567 0 0.0% Q2 2026 Jul 31, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 3,662 369 0.03% 0.03% 568 0 0.0% Q2 2026 Jul 14, 2026
WELLINGTON-ALTUS USA INC. History No change 3,639 365 0.26% 0.26% 569 0 0.0% Q2 2026 Sep 17, 2026
CERTUITY, LLC History No change 3,606 363 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 28, 2026
ENTREWEALTH, LLC History No change 3,613 363 0.13% 0.13% 571 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 3,596 362 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 14, 2026
Altium Investment Strategies LLC History No change 3,602 362 0.52% 0.52% 573 0 0.0% Q2 2026 Jul 14, 2026
Bank of New York Mellon Corp History No change 3,563 359 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 06, 2026
Jefferies Financial Group Inc. History No change 3,560 358 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,555 358 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 10, 2026
ARROW FINANCIAL CORP History No change 3,549 357 0.03% 0.03% 577 0 0.0% Q2 2026 Jul 31, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 3,535 356 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 20, 2026
Marshall Financial Group, LLC History No change 3,515 354 0.05% 0.05% 579 0 0.0% Q2 2026 Jul 17, 2026
New England Private Wealth Advisors LLC History No change 3,500 352 0.03% 0.03% 580 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 3,480 350 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 12, 2026
Baron Wealth Management LLC History No change 3,462 348 0.09% 0.09% 582 0 0.0% Q2 2026 Jul 07, 2026
Objective Capital Management, LLC History No change 3,450 347 0.31% 0.31% 583 0 0.0% Q2 2026 Jul 20, 2026
Christian Investment Advisors, Inc. History No change 3,441 346 0.2% 0.2% 584 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,417 344 0.07% 0.07% 585 0 0.0% Q2 2026 Aug 06, 2026
Crabel Capital Management, LLC History No change 3,381 340 0.25% 0.25% 586 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 3,362 338 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Hoffman & Company, LLC. History No change 3,360 338 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 04, 2026
Capital Group Private Client Services, Inc. History No change 3,317 334 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Advisory Partners LLC History No change 3,308 333 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 09, 2026
Stewardship Advisors, LLC History No change 3,283 330 0.07% 0.07% 591 0 0.0% Q2 2026 Jul 20, 2026
Leelyn Smith, LLC History No change 3,265 329 0.04% 0.04% 592 0 0.0% Q2 2026 Jul 23, 2026
Burford Brothers, Inc. History No change 3,197 322 0.12% 0.12% 593 0 0.0% Q2 2026 Jul 28, 2026
Keystone Financial Group History No change 3,185 321 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 3,151 317 0.02% 0.02% 595 0 0.0% Q2 2026 Jul 23, 2026
Zinnia Wealth Advisory, LLC History No change 3,115 314 0.32% 0.32% 596 0 0.0% Q2 2026 Jul 30, 2026
BAKER BOYER NATIONAL BANK History No change 3,092 311 0.09% 0.09% 597 0 0.0% Q2 2026 Jul 27, 2026
Lionsbridge Wealth Management LLC History No change 3,090 311 0.31% 0.31% 598 0 0.0% Q2 2026 Aug 05, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,090 311 0.17% 0.17% 599 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 3,073 309 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 04, 2026
TopTier Wealth Management, LLC History No change 3,058 308 0.19% 0.19% 601 0 0.0% Q2 2026 Jul 14, 2026
Grantvest Financial Group LLC History No change 3,010 303 0.18% 0.18% 602 0 0.0% Q2 2026 Aug 07, 2026
Southeast Asset Advisors, LLC History No change 2,996 302 0.03% 0.03% 603 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 3,000 302 0.06% 0.06% 604 0 0.0% Q2 2026 Aug 06, 2026
North Forty Two & Co. History No change 2,996 302 0.26% 0.26% 605 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 2,991 301 0.17% 0.17% 606 0 0.0% Q2 2026 Aug 12, 2026
AUCTUS ADVISORS LLC History No change 2,985 300 0.25% 0.25% 607 0 0.0% Q2 2026 Aug 06, 2026
StoneCrest Wealth Management, Inc. History No change 2,954 297 0.09% 0.09% 608 0 0.0% Q2 2026 Jul 09, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 2,944 296 0.06% 0.06% 609 0 0.0% Q2 2026 Jul 09, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 2,918 294 0.11% 0.11% 610 0 0.0% Q2 2026 Jul 21, 2026
Gimbal Financial History No change 2,920 294 0.18% 0.18% 611 0 0.0% Q2 2026 Aug 04, 2026
Ascension Capital Advisors, Inc. History No change 2,913 293 0.08% 0.08% 612 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 2,913 293 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 24, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 2,907 293 0.09% 0.09% 614 0 0.0% Q2 2026 Jul 15, 2026
Crusonia Wealth Advisors LLC History No change 2,876 289 0.05% 0.05% 615 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 2,866 288 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 12, 2026
Pasadena Private Wealth, LLC History No change 2,808 283 0.04% 0.04% 617 0 0.0% Q2 2026 Aug 10, 2026
Strait & Sound Wealth Management LLC History No change 2,800 282 0.1% 0.1% 618 0 0.0% Q2 2026 Aug 17, 2026
HUNTINGTON NATIONAL BANK History No change 2,791 281 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
Powerhouse Assets LLC History No change 2,779 280 0.23% 0.23% 620 0 0.0% Q2 2026 Jul 23, 2026
LexAurum Advisors, LLC History No change 2,646 266 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 15, 2026
Auour Investments LLC History No change 2,626 264 0.08% 0.08% 622 0 0.0% Q2 2026 Jul 21, 2026
Beacon Financial Advisory LLC History No change 2,618 263 0.05% 0.05% 623 0 0.0% Q2 2026 Aug 05, 2026
BlueChip Wealth Advisors LLC History No change 2,605 262 0.1% 0.1% 624 0 0.0% Q2 2026 Jul 30, 2026
Icon Wealth Advisors, LLC History No change 2,593 261 0.02% 0.02% 625 0 0.0% Q2 2026 Aug 05, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 2,582 260 0.06% 0.06% 626 0 0.0% Q2 2026 Jul 27, 2026
BOSTON FAMILY OFFICE LLC History No change 2,560 258 0.02% 0.02% 627 0 0.0% Q2 2026 Aug 12, 2026
SACKS & ASSOCIATES, LLC History Added to 2,563 257 0.18% 0.17% 628 +3 0.12% Q3 2026 Oct 09, 2026
Vident Advisory, LLC History No change 2,540 256 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 2,545 256 0.14% 0.14% 630 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 2,530 255 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 2,524 254 0.04% 0.04% 632 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 2,510 253 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 31, 2026
BARRETT & COMPANY, INC. History No change 2,506 252 0.07% 0.07% 634 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 2,501 252 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 2,502 251 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 09, 2026
United Advisor Group, LLC History No change 2,483 250 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 29, 2026
B & T Capital Management DBA Alpha Capital Management History No change 2,450 246 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 07, 2026
Valley Brook Capital Group, Inc. History No change 2,439 245 0.14% 0.14% 639 0 0.0% Q2 2026 Jul 27, 2026
Worth Asset Management, LLC History Reduced 2,430 244 0.07% 0.09% 642 -400 -14.13% Q3 2026 Oct 07, 2026
Leisure Capital Management History No change 2,427 244 0.08% 0.08% 640 0 0.0% Q2 2026 Jul 24, 2026
Onyx Bridge Wealth Group LLC History No change 2,422 244 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 23, 2026
Fisher Asset Management, LLC History No change 2,415 243 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 2,386 240 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 06, 2026
Investment Advisory Group, LLC History No change 2,382 240 0.05% 0.05% 645 0 0.0% Q2 2026 Aug 06, 2026
Sovereign Financial Group, Inc. History No change 2,346 236 0.04% 0.04% 646 0 0.0% Q2 2026 Jul 24, 2026
Atlas Wealth LLC History No change 2,320 233 0.03% 0.03% 647 0 0.0% Q2 2026 Jul 28, 2026
Aletheian Wealth Advisors LLC History New 2,275 228 0.09% — 649 +2,275 New Q3 2026 Oct 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,270 228 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 14, 2026
Lineweaver Wealth Advisors, LLC History No change 2,255 227 0.03% 0.03% 650 0 0.0% Q2 2026 Jul 09, 2026
Integrated Capital Management, LLC History No change 2,260 227 0.08% 0.08% 651 0 0.0% Q2 2026 Jul 31, 2026
RPg Family Wealth Advisory, LLC History No change 2,247 226 0.05% 0.05% 652 0 0.0% Q2 2026 Aug 04, 2026
LongView Wealth Management History No change 2,250 226 0.06% 0.06% 653 0 0.0% Q2 2026 Jul 17, 2026
CWC Advisors, LLC. History No change 2,223 224 0.1% 0.1% 654 0 0.0% Q2 2026 Jul 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,215 223 0.02% 0.02% 655 0 0.0% Q2 2026 Jul 09, 2026
ADE, LLC History No change 2,220 223 0.09% 0.09% 656 0 0.0% Q2 2026 Aug 04, 2026
Avior Wealth Management, LLC History No change 2,206 222 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 07, 2026
XY Planning Network, Inc. History No change 2,211 222 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 2,201 221 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,187 220 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 2,183 220 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 18, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 2,178 219 0.01% 0.01% 662 +20 0.93% Q3 2026 Oct 08, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 2,162 217 0.0% — 663 +2,162 New Q3 2026 Oct 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 2,134 215 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 10, 2026
Lakeridge Wealth Management LLC History No change 2,105 212 0.08% 0.08% 665 0 0.0% Q2 2026 Jul 14, 2026
Convergence Financial, LLC History No change 2,056 207 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 05, 2026
TECTONIC ADVISORS LLC History No change 2,053 206 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 15, 2026
NWF Advisory Services Inc. History No change 2,024 204 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 29, 2026
Symphony Financial, Ltd. Co. History No change 2,017 203 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 03, 2026
DEUTSCHE BANK AG\ History No change 2,000 201 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 07, 2026
Sloy Dahl & Holst, LLC History No change 2,000 201 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 1,996 201 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 11, 2026
StrongBox Wealth, LLC History No change 1,991 200 0.06% 0.06% 673 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds Capital Management, LLC History No change 1,902 191 0.03% 0.03% 674 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 1,707 172 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,716 172 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 22, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,669 168 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 07, 2026
LANARK FINANCIAL, INC. History No change 1,651 166 0.01% 0.01% 678 0 0.0% Q2 2026 Jul 21, 2026
Kings Path Partners LLC History No change 1,611 162 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 1,581 158 0.11% 0.12% 680 -175 -9.97% Q3 2026 Oct 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,555 156 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 1,462 147 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 27, 2026
Pacific Center for Financial Services History No change 1,430 144 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,330 134 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,286 129 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 07, 2026
Crewe Advisors LLC History No change 1,270 128 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,265 127 0.06% 0.06% 687 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 1,193 120 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History No change 1,167 117 0.06% 0.06% 689 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 973 98 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 950 95 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 920 92 0.02% 0.02% 692 0 0.0% Q2 2026 Jul 28, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 880 88 0.04% 0.04% 693 0 0.0% Q2 2026 Sep 18, 2026
Centerpoint Advisors, LLC History No change 840 85 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 05, 2026
Prestige Wealth Management Group LLC History No change 800 80 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 762 76 0.02% 0.02% 696 0 0.0% Q2 2026 Aug 07, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 735 74 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 04, 2026
Aspect Partners, LLC History No change 700 70 0.03% 0.03% 698 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 688 69 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 659 66 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 29, 2026
Colonial Trust Co / SC History No change 645 65 0.01% 0.01% 701 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 645 65 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 10, 2026
Holos Integrated Wealth LLC History No change 633 63 0.03% 0.03% 703 0 0.0% Q2 2026 Jul 15, 2026
Medallion Wealth Advisors, LLC History No change 627 63 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 618 62 0.01% 0.01% 705 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 599 60 0.01% 0.01% 706 0 0.0% Q2 2026 Sep 15, 2026
Larson Financial Group LLC History No change 578 58 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 580 58 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 07, 2026
Lummis Asset Management, LP History No change 541 54 0.03% 0.03% 709 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 523 52 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 512 51 0.02% 0.02% 711 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History New 500 50 0.0% — 713 +500 New Q3 2026 Oct 06, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 504 50 0.02% 0.02% 712 0 0.0% Q2 2026 Aug 07, 2026
Register Financial Advisors LLC History No change 493 49 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN NATIONAL BANK & TRUST History No change 459 46 0.0% 0.0% 715 0 0.0% Q3 2026 Oct 07, 2026
Aventura Private Wealth, LLC History No change 452 45 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 15, 2026
Avalon Trust Co History No change 441 44 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 06, 2026
Longview Financial Advisors LLC History No change 410 41 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 401 40 0.0% 0.0% 719 0 0.0% Q2 2026 Jul 28, 2026
Polaris Financial Partners History New 390 39 0.02% — 721 +390 New Q3 2026 Oct 02, 2026
Coppell Advisory Solutions LLC History No change 10,783 39 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 351 35 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 20, 2026
Disciplina Capital Management LLC History No change 355 35 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 10, 2026
Networth Advisors, LLC History No change 329 33 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 325 32 0.0% 0.0% 725 0 0.0% Q2 2026 Jul 29, 2026
Nemes Rush Group LLC History No change 316 31 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 14, 2026
XP Advisory US, Inc. History No change 309 31 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 298 30 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 296 29 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 21, 2026
Parallel Advisors, LLC History No change 261 26 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 05, 2026
Montgomery Financial Services LLC History No change 240 24 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Reduced 224 23 0.0% 0.0% 732 -144 -39.13% Q3 2026 Oct 02, 2026
Richard W. Paul & Associates, LLC History No change 229 23 0.01% 0.01% 733 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 226 22 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 213 21 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 200 20 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 203 20 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 11, 2026
Strengthening Families & Communities, LLC History No change 207 20 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 176 17 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 172 17 0.01% 0.01% 740 0 0.0% Q2 2026 Jul 27, 2026
CVA Family Office, LLC History No change 153 15 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 07, 2026
Sunrise Financial Services, LLC History No change 157 15 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 12, 2026
Monetary Solutions, Ltd History No change 140 14 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 23, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 131 13 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 07, 2026
Costello Asset Management, INC History No change 129 13 0.0% 0.0% 745 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 137 13 0.01% 0.01% 746 0 0.0% Q2 2026 Jul 13, 2026
GHP Investment Advisors, Inc. History No change 119 12 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 17, 2026
1620 INVESTMENT ADVISORS, INC. History No change 124 12 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 14, 2026
GAMMA Investing LLC History No change 128 12 0.0% 0.0% 749 0 0.0% Q3 2026 Oct 08, 2026
Bogart Wealth, LLC History No change 117 11 0.0% 0.0% 750 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 109 10 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 22, 2026
Front Row Advisors LLC History No change 100 10 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 100 10 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 16, 2026
Olistico Wealth, LLC History New 98 9 0.0% — 755 +98 New Q3 2026 Oct 05, 2026
Y.D. More Investments Ltd History No change 99 9 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 88 8 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 72 7 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 03, 2026
Luminist Capital LLC History No change 67 6 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 07, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 50 5 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 50 5 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 17, 2026
Signature Resources Capital Management, LLC History No change 50 5 0.0% 0.0% 761 0 0.0% Q2 2026 Jul 13, 2026
Financial Network Wealth Advisors LLC History No change 23 2 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 29, 2026
Millstone Evans Group, LLC History No change 24 2 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 12 1 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 16 1 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 16 1 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 11, 2026
1 NORTH WEALTH SERVICES LLC History No change 18 1 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 03, 2026
Hilltop National Bank History No change 16 1 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 01, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Oct 08, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Cordant, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 14, 2026